– Case Study –

Global Financial Services Firm Builds AI Capability for Risk Assessment

Global Financial Services Firm requires the annotation of technical financial documents to train its AI platform to conduct risk assessments for investment portfolios

Challenge

A leading global financial services company needed datasets to train its AI platform for investment risk assessment and analytics. The goal was for the company’s AI platform to be able to analyze textual information and determine the existence of risk, based on events, named individuals, and companies within the portfolio. It then would provide an assessment of the types and severity of the associated risk.  

Combining Humans-in-the-loop & ML-Enabled Technology

Text annotation for risk assessment for financial services_Innodata

Results

SOLUTION

Innodata’s team of subject matter experts created a taxonomy focused on model-relevant risk categories and risk stages. To bolster speed and ensure high-quality annotations throughout the articles, Innodata employed a combination of humans-in-the-loop and ML-enhanced technology. The articles were first run through Innodata’s proprietary text annotation platform, which completed an auto annotation. Then experts did a round of annotations to ensure accuracy and reviewed any low confidence annotations. Finally, our quality assurance specialist reviewed and resolved any discrepancies. The platform and annotators labeled the risks associated with events, named individuals, and companies within each article. They then identified risks within each article and assigned a risk category and level based on the agreed upon taxonomy.  

IMPACT

The leading global financial services company’s risk assessment platform received a large annotated dataset of the highest quality based on thousands of relevant articles. This pristine data along with the risk taxonomy provided helped train and improve the model performance.

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(NASDAQ: INOD) Innodata is a global data engineering company delivering the promise of AI to many of the world’s most prestigious companies. We provide AI-enabled software platforms and managed services for AI data collection/annotation, AI digital transformation, and industry-specific business processes. Our low-code Innodata AI technology platform is at the core of our offerings. In every relationship, we honor our 30+ year legacy delivering the highest quality data and outstanding service to our customers.

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